The Ten Commandments of Practice Management

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Improving the processes in your practice is one of those things most financial planners need to do, but usually they put it on the back burner so they can get

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Powerhouse partnership – Minchin Moore joins Securitor

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A powerhouse partnership emerges as Minchin Moore Private Wealth joins Securitor Matt Englund, Head of Dealer Groups at BT Financial Group today announced that Minchin Moore Private Wealth has joined

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S&P Puts 15 ING Funds ‘On Hold’ following sale to UBS

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S&P Puts 15 ING Funds ‘On Hold’ Due To UBS Global Asset Management’s Intention To Acquire ING Investment Management (Australia) Standard & Poor’s Fund Services has placed 15 funds managed

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All Star IAM Australian Share Fund achieves Recommended rating by Zenith

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Kate Mulligan, Managing Director of All Star Funds has announced today that the All Star IAM Australian Share Fund has been given a rating of “Recommended” by ratings agency Zenith.

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Deferred date for new tax treatments for managed investment trusts

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Last year, the government announced a new tax system for managed investment trusts (MITs) that will reduce complexity, increase certainty and minimise compliance costs for MITs and their investors.  In

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Research reveals investor appetite for future innovation, but on new terms

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Improve existing products before creating new Focus on solutions which deliver targeted outcomes Human judgement a key enabler Third party administrators a partner for innovation An annual, independent study released

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AFA campaign gains traction; meeting with Independents

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AFA meets with independent MPs – Grass roots political campaign paying off, but now is not the time for complacency After meeting with key independent politicians in Canberra this week,

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New Bendigo Wealth division builds capacity in IFA market

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Bendigo Wealth announces the appointment of two Regional Managers to lead the Distribution team and play an instrumental role in forging the holistic product and service solution for the IFA market.

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Still engaged? Let’s make the relationship permanent

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Leading  financial technology firm Decimal has called on superannuation fund trustees to re-think their long-term approach to the perennial issue of fund member engagement. “The superannuation industry has worked hard for

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